+25.7%
GPN vs MDY
+177.2%
-151.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.9% |
| 7D | -4.3% | -1.9% | -2.5% | -2.4% |
| 30D | 0.0% | -4.6% | +4.7% | +5.2% |
| 3M | +35.8% | -1.2% | +37.0% | +37.4% |
| 6M | +22.0% | +9.2% | +12.8% | +10.8% |
| YTD | +15.2% | +13.1% | +2.2% | +0.7% |
| 1Y | +3.5% | +13.0% | -9.5% | -9.5% |
| 3Y | -26.9% | +49.2% | -76.2% | -52.3% |
| 5Y | -44.2% | +47.2% | -91.5% | -62.9% |
| All | +25.7% | +177.2% | -151.5% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling